See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,517 | $129,942-25.7% | $104,294-7.5% | $134,475-28.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.50% | 42.03%-59.5pp | 24.61%-42.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $5,044 | $4,184+20.6% | $3,372+49.6% | $4,740+6.4% |
| Participant deferral / active EE | $7,669 | $5,588+37.2% | $4,625+65.8% | $6,400+19.8% |
| Admin fee / account holder | $376 | $9,323-96.0% | $7,339-94.9% | $11,426-96.7% |